82 retirement jobs at 49 companies in Massachusetts
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Retirement Consultant
Boston or Portland or New York City
$90k-$167k/yr HybridFull Time
4+ YOEBachelor's degree and 4+ years of applicable industry experience required, with retirement plan design and administration expertise. Series 65 or 66 required within 120 days; strong communication and analytical skills required.
Microsoft Office Suite, Microsoft Excel, Microsoft PowerPoint, Salesforce, Zoom
3mo
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Retirement Service Consultant
Dresher or Newark or Philadelphia or Minneapolis or Denver or Dallas or Boston or Houston or Charlotte or Tampa or Chicago or Atlanta
$40k-$60k/yr RemoteFull Time
2+ YOE1-3 years client service in retirement/financial services; bachelor's degree or equivalent; strong communication and MS Office skills.
Microsoft Office, Word, Excel
3w
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Retirement Management Consultant
New York or Wisconsin or Texas or Ohio or Washington or Illinois or Florida or Connecticut or Pennsylvania or Missouri or California or North Carolina or Minnesota or Arizona or New Jersey or Colorado or Massachusetts or Iowa or Kansas or Indiana or Virginia or Georgia or Arkansas or Oregon or Tennessee or Michigan or Oklahoma
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years in financial services retirement solutions and consulting/program management, bachelor’s degree, strong leadership, client management, communication and problem-solving skills.
3w
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Retirement Management Consultant
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$206k/yr OnsiteFull Time
3+ YOE3+ years leading retirement solutions in financial services, 3+ years external consulting or program management, bachelor's degree, client management, communication, problem-solving, and leadership skills.
Solution Architecture
1mo
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Retirement Client Advisor
Minneapolis or Milwaukee or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin or United States
$100k-$189k/yr RemoteFull Time
5+ YOEBachelor's in business/finance or equivalent experience; 5+ years in financial services with ≥3 years sales; knowledge of retirement plans (DC), ERISA/DOL/IRS rules, investment manager selection, CRM use, strong communication and critical thinking.
CRM
1mo
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Retirement Consultant
Boston, Massachusetts, United States
$40k-$67k/yr HybridFull Time
1+ YOESIE, Series 6 and 63 required (Series 65 within 90 days); 1+ years financial services experience preferred; strong knowledge of 401(k)/IRA rules, client service, analytical and communication skills.
Fund Matching tool, artificial intelligence (AI)
1w
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Disability Retirement Case Counselor
Boston, Massachusetts, United States
$59k-$68k/yr HybridFull Time
Degree or comparable experience; strong communication, organization, records management, medical-record analysis, retirement-law interpretation, member service, and Microsoft Office skills required.
MARIS, PROSPER, OnBase, MSRBeyond, Microsoft Word, Microsoft Excel, Windows, Microsoft Teams, Microsoft SharePoint
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Internal Retirement Specialist
California or United States or Alabama or Arizona or Arkansas or Colorado or Connecticut or Delaware or Florida or Georgia or Idaho or Illinois or Indiana or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming
$52k-$78k/yr RemoteFull Time
2+ YOERequires FINRA Series 6, 63, and 65, Life and Health license, two years in relationship or sales-driven work, financial products knowledge, consultative advising, and strong communication skills.
ProAccount
2mo
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Director of Retirement Plan Services
Owings Mills or Iselin or Fort Lauderdale or Boston or Philadelphia or New York or Minneapolis
$120k-$250k/yr HybridFull Time
10+ YOEBachelor's in finance/economics,10+ years retirement plan advisory experience with leadership, ERISA and fiduciary expertise, business development success, and familiarity with plan design and operations.
1mo
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Director of Retirement
Boston, Massachusetts, United States
$190k-$225k/yr OnsiteFull Time
10+ YOE5+ MgmtBachelor's required; Master’s and CEBS preferred. Ten years experience in benefit plan administration with five years in senior management; knowledge of public pension law (Chapter 32), PERAC rules, board governance, and public records laws.
2w
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Retirement Services Manager
Johnston or Medford
HybridFull Time
2+ MgmtLeadership experience managing operations teams, knowledge of IRA servicing and regulatory/compliance requirements, strong analytical and communication skills, ability to manage risk and drive continuous improvement.
2mo
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VP, Retirement Plan Services - MA - Woburn
Woburn, Massachusetts, United States
HybridFull Time
3+ YOE3+ years in financial services retirement plans; Series 6 (or 7), 63 and 65 (or 66) licenses and state insurance licenses; travel up to 25%; Bachelor's degree preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
2mo
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Senior Retirement & Insurance Client Marketing Manager
Boston or Rancho Cordova or St. Petersburg
$120k-$150k/yr HybridFull Time
7+ YOE7+ years financial services marketing experience; bachelor’s degree or equivalent preferred; experience with insurance/retirement businesses preferred; strong project management, communication, and digital marketing skills; Series 7 and 63 preferred.
1mo
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Retirement Plan Consultant - Hartford, VT
Hartford or Burlington
RemoteFull Time
Requires strong presentation skills, appropriate state insurance licenses and Series 7/66 preferred; CFP/ChFC desirable. High school required, bachelor\u0002s preferred; bilingual Spanish a plus.
1mo
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Retirement Plan Consultant - Hartford, VT
Hartford or Burlington
RemoteFull Time
High school diploma (BA preferred), Series 7 and Series 66 and appropriate state insurance licenses preferred, CFP/ChFC desirable, excellent presentation skills; bilingual Spanish a plus.
3mo
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Retirement Plan Specialist (CIT Sales)
Boston, Massachusetts, United States
$75k-$85k/yr HybridFull Time
2+ YOEBachelor’s degree; 2+ years in financial services sales or client-facing business development; Series 6 or 7 or willing to obtain; Salesforce experience; strong communication; travel as needed.
Salesforce
2mo
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Retirement Actuarial Advanced Associate
Burlington, Massachusetts, United States
$110k-$130k/yr OnsiteFull Time
4+ YOE4+ years actuarial experience; 5-6 exams; ASA/EA near; ProVal programming; bachelor's degree in related field.
ProVal
2mo
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Retirement Actuarial Advanced Associate
Burlington, Massachusetts, United States
$110k-$130k/yr HybridFull Time
4+ YOE4+ years actuarial experience; 5-6 actuarial exams; ASA/EA near; ProVal experience; Bachelor's in actuarial science/math/economics/statistics.
ProVal
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Sr Analyst, Retirement Partners
Fort Mill or Charlotte or Boston
$62k-$103k/yr OnsiteFull Time
5+ YOEBachelor's or equivalent experience, 5+ years data management/analytics experience, retirement operations knowledge, retirement industry designation (CPFA/AIF) preferred, strong Excel/Access/PowerPoint and CRM skills.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, Microsoft Office, CRM, Dynamics, SalesForce, Tableau, Alteryx, SQL
3w
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Sr Analyst, Retirement Partners
Fort Mill or Charlotte or Boston
$62k-$103k/yr OnsiteFull Time
5+ YOE5+ years data management/analytics experience, bachelor’s degree or equivalent, retirement plan designation (CPFA/AIF) preferred, MS Office (Excel/Access/Word/PowerPoint) and CRM familiarity required.
Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft PowerPoint, CRM, Dynamics, SalesForce, Tableau, Alteryx, SQL
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